Adrian F.
Honestly Maranda and Brennan Felman…
Honestly Maranda and Brennan Felman made the process and understanding on how everything thing works so smooth, I felt relieved from making a big move in my life. What a blessing they are!

Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Government Department
Excellent

Government Department · Honolulu, Hawaii
Excellent

Government Department · Altamonte Springs, Florida
Excellent

Government Department · Chandler
Excellent
Showing 366 reviews with 5 stars · Clear filters
Adrian F.
Honestly Maranda and Brennan Felman made the process and understanding on how everything thing works so smooth, I felt relieved from making a big move in my life. What a blessing they are!
Bodkins, G.
Evelyn was great working with to set up both an LLC and an investment IRA account. She answered every question and walked me through every step.
Kib A.
Thank you for the great service!
Mark O. S.
Evelyn is an ace for Unified Wealth. She is very professional and knowledgeable, and she has a genuine care for clients' understanding of the process. Her pleasant demeanor is very inviting, and she is extremely open to client questions to ensure they are comfortable and ready to take the next steps in the overall process. Thank you, Unified Wealth leadership, and specifically Evelyn.
Financial Brokers Global LLC G.
Santiago did a great professional job initiating setting up an LLC. He answered our questions and completed the task at hand. All is well and will be well.
Lorraine B.
Evelyn was professional , knowledgeable, patient and very supportive during the process of setting up my LLC’s. Kudos and a big THANK YOU!
Mattia A.
I spoke with Evelyn and she helped me finalize my C Corp setup for my real estate business. She was very kind, polite and competent in her work, a real pleasure to talk with, and very professional, Unified Wealth is the best of the best in helping you set up your business strategy, definitely recommend them.
Tamas L.
Evelyn was friendly and able to answer any questions we had. Prompt and very professional. I would highly recommend her to anyone.